Nonprofit · EIN 39-1790720
TATE FAMILY FOUNDATION INC
Tax-exempt · FOX POINT, WI 53217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $386,030 | $1,003,784 | -$617,754 | $16,082,462 | $45,000 | $16,037,462 |
| December 31, 2023 | 990-PF | $16,026,328 | $58,069 | $15,968,259 | $16,689,592 | $34,376 | $16,655,216 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $133,473
- Interest
- $49,248
- Net rental income
- $87,056
- Net gain from sales of assets
- $60,839
Expenses
- Grants and similar amounts paid
- $848,125
- Disbursements for charitable purposes
- $849,207
- Excise tax on investment income
- $4,354
Balance sheet and other
- Total assets, start of year
- $16,689,592
- Total assets, end of year
- $16,082,462
- Total liabilities, end of year
- $45,000
- Net assets, end of year
- $16,037,462
- Fair market value of assets
- $16,668,078
- Qualifying distributions
- $849,207
- Net investment income
- $386,030
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH P TATE 6807 N LAKE DRIVE, FOX POINT, WI 53217 | TREASURER | 2 | $0 |
| JENIFER TATE 6807 N LAKE DRIVE, FOX POINT, WI 53217 | PRESIDENT | 1 | $0 |
| SAMARA NOLL PO BOX 447, FOUNTAIN GREEN, UT 84632 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH P TATE 6807 N LAKE DRIVE, FOX POINT, WI 53217 | TREASURER | 2 | $0 |
| JENIFER TATE 6807 N LAKE DRIVE, FOX POINT, WI 53217 | PRESIDENT | 1 | $0 |
| SAMARA NOLL PO BOX 447, FOUNTAIN GREEN, UT 84632 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6807 N LAKE DR, FOX POINT, WI 53217-3622
- Signed the 990-PF
- JOSEPH P TATE, TREASURER
- Phone
- (262) 370-5495
- Return prepared by
- KERBERROSE SC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1790720
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $16,082,462
- Income (IRS master file)
- $783,105
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $386,030 | $1,003,784 | $16,082,462 | XML |
| 990-PF | December 2023 | $16,026,328 | $58,069 | $16,689,592 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1790720).
Questions about TATE FAMILY FOUNDATION INC
- What is the EIN of TATE FAMILY FOUNDATION INC?
- The employer identification number (EIN) of TATE FAMILY FOUNDATION INC is 39-1790720.
- Is TATE FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to TATE FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TATE FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TATE FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TATE FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of TATE FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does TATE FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $386,030, expenses of $1,003,784 and total assets of $16,082,462 at year end.
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- PAUL S SYMCHYCH CHARITABLE FOUNDATION EIN 93-6436319 · last filed 990-PF for 2025
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